Job Opportunities at Meristem Securities Limited

Details

• Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues or requests are attended to within the shortest possible time or as stipulated.
• Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
• Keep records of all conversations and update the CRM database and other databases in a comprehensible way.
• Record and relay to the right persons, all calls and inquiries via telephone, social media or online chat.
• Provide necessary information needed to generate reports on a monthly basis and also a comprehensive report on a quarterly basis in respect of all the clients under management.
• Comply with timelines as detailed under the organization manual.
• Build sustainable relationships and engage current and potential clients.
• Seize opportunities to upsell Meristem products, when they arise.
• Make outbound calls to aid bonding with clients.
• Where necessary, go out for marketing after due consultation with the Group Business Development Unit Head or HODs.
• Generate Income as earlier agreed in the attached schedules.
• Provide support for all client related activities.

Minimum requirements

• At least, 1 year of experience on a similar position in the banking sector/financial services sector
• A good first degree in Business Administration/Management Science/Social Science related discipline.

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KEY RESPONSIBILITIES

• Ability to market and sell appropriate investment products, financial and wealth management services/products to clients.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulation.
• Ability to work closely with families, individual and businesses to provide customized recommendation to help them meet their goals.
• Engage clients on investment strategies products and services that are suitable for their needs.
• Respond to clients queries and requests.
• Track and translate investment performance and make recommendations.
• Outstanding client relationships qualities and practices.
• Establish a network of referrals.
• Balances referral activities, customer follow up prospect building and administrator task.
• Ability to create a sales and marketing strategies for new client.

Desired experience
Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc. Experience in Finance industry is preferable.

Studies
A bachelor's degree is required. However, a master's degree in any field but with keen interest/specialization in selling of financial services and products is preferable.

Minimum requirements

• A strategic thinker with quality experience in sales/business development.
• Sound knowledge of financial services industry.
• Visionary and help in making profitable future business deals.
• Analytical/Quantitative/Problem Solving Skills.
• Creativity, Initiative and Commitment.
• Excellent Oral & Written Communications skills.
• Excellent Relationship Management skills.
• Adherence to policies/Limits.
• Good Networking skills.
• Prolific skills in deal origination, execution and Project Management.
• Team Player Skills.

Desired requirements

• Ability to influence others positively to do what is to be done.
• Must be fair, goal oriented, responsible and driven.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions and norms.
• Ability to proactively measure performance.
• Must be able to evaluate others.
• Must be charismatic.
• Must have high sense of integrity, accountability and dependability.
• Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.

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Roles and Responsibilities;

• Overseeing the overall trust activities for Meristem Trustees ltd
• Developing and penetrating the market with Trust services business
• Primary responsibility for Trust services mandates and transactions
• Estate planning and administration service support
• Creation, implementation of trust products/services.
• Follow up on management of relationship with Trust clients – e.g. discussions with estate agents, insurance companies, receipt of certificates, dividend warrants etc.
• Ensuring regulatory compliance and corporate governance adherence
• Provision of Company Secretarial service
• Preparation and review of legal agreements and other documentation
• Conducting legal due diligence, as required
• Researching general legal issues relating to Trust services mandates
• Providing legal structuring & general advice
• Attending client meetings
• Liaising with external solicitors as required
• Ensuring that all statutory filings are carried out in a timely manner. (i.e., filing of annual returns, renewal of registration with SEC etc.)
• Ensuring that the Unit has up to date library of laws/regulations that affect our business.
• Responsible for coordinating activities of the Unit with regards to promoting Corporate Governance issues (i.e., ethical/best business practices) and Know Your Customer obligations (i.e., in the absence of the Risk Management Unit), etc. within the Company.
• Have primary responsibility for developing and implementing Commercial Trust mandates.
• Engage in researching Trust issues & preparation of relevant newsletters or articles
• Supervise junior staff within the unit
• Any other duties as may be assigned

Desired experience

• 5 years post call experience in corporate legal practice or well-structured Financial Service ,Trustee organization
• Studies
• LLB, BL; Master degree/ ACIS an added advantage

Minimum requirements

• Good knowledge of laws regulating operations of businesses in the country; particularly the Financial Service sector and Trust business.
• Knowledge and practice of trustee business
• Transaction structuring skills
• Investment advisory and management skills

Desired requirements
Generic Skills

• Excellent communication skills, confident, with initiative
• Able to work as a team, action oriented with ability to prioritize and manage varied and fast moving workload
• Ability to think strategically and adopt problem solving approach to issues
• Must have strong drive towards learning and self improvement

Supervisory Skills

• Organization and co-ordination skills
• Team building/conflict management

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The role of the compliance and legal officer will be to provide compliance and legal services of the highest professional standards and facilitate the transactions of Meristem by giving proactive, business oriented and creative advice. Manage legal risk in order to make transactions viable and safe.

The main responsibilities of the position include:

• Enforce implementation of company’s duties as Administrator of CBN-NEMSF in line with its Administration Agreement and Mandate.
• Provision of prompt legal advice as required on the Company’s legal/corporate structure, business and operations and transactions.
• Preparation, review, vetting and negotiation of the Company’s agreements with third parties and other contract documentation to ensure protection of company’s interest and due compliance and conformity with all aspects of applicable Laws.
• Company secretarial work and Governance overview for the company
• Interpretation of CBN-NEMSF agreements and interface with Legal Advisers.
• Ensuring all NESI SS Ltd departments and stakeholders are delivering on assigned tasks.
• Flag any shortcoming noticed in the delivery of duties.
• Follow-up with discos to ensure they meet up with their reporting obligations
• Legal documentation including Conditions Precedents and subsequent (CP and CS) of beneficiaries.
• Provide report on status of beneficiaries CS after the CS due dates.
• Monitor organization-wide compliance with internal operational procedures.
• Enforce compliance with risk management framework for the CBN-NEMSF to ensure acceptable risk and adequate mitigants are in place.
• Maintain an up-to-date risk register and continuously review/ address the risks facing the SPV in order to proactively establish appropriate mitigating controls and monitoring mechanisms/ frameworks
• Ensure prompt reporting of risk positions and provide advice on possible resolution of critical issues.
• Keep abreast of trends/ development taking place in the capital market and power sectors.

Desired experience
1-2 years relevant experience in reputable law firm with bias for energy law.

Studies
University degree in Law

Desired requirements

• Outstanding written and oral communication skills.
• Quick learner, comfortable dealing with ambiguous and fluid situations.
• Ability to multi-task; juggle multiple deliverables and perform under very demanding conditions.
• Independent, excellent attention to detail and organizational skills.
• High level of passion, integrity, creativity, inquisitiveness and self –confidence

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The Brand Management Officer role is suitable for a highly creative and energetic talent who loves to work in a team and can work independently. The incumbent will be the custodian of our brand, whose aim is to tell the brand story and engage with the relevant target group by means of inspiring and delighting them. Under the Corporate umbrella, you will plan marketing communication in a way that key messages reach clients, potential clients, employees, business partners and all stakeholders. This includes end to end management for all communication channels, advertising, media, PR, AND MUCH,
MUCH MORE!

The main responsibilities of the position include:

• Develop creative concepts and marketing strategies
• Monitor customer touch points across all subsidiaries
• Coordinate graphic designers to translate creative concepts into print, online and other collateral materials.
• Develop content for promotional materials including direct mail pieces, print and electronic newsletters, web site and social media stories, media releases and other materials as needed.
• Build a strong and long term relationship with clients
• Assist with customer attraction, retention and satisfaction activities.
• Providing support to customer service activities and contribute towards customer engagement and transactions across the group.
• Any other official duties as assigned by supervisor.

Desired experience
Minimum of 3 years experience prefarably in a marketing communications agency

Studies
A good university degree - preferably in Arts/Humanities

Minimum requirements

• Digital Marketing savvy
• Excellent verbal and written communication skills
• Strong creativity and idealization skills
• Ability to work both independently and as part of a team
• Strong attention to details
• Good consumer and product awareness
• Entrepreneurial and a flair for marketing
• Strong Interpersonal skills
• Result oriented
• High sense of integrity and accountability

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 The main responsibilities of the position include:

Strategic

• To interpret and ensure implementation of the group strategy
• To coordinate strategic implementation across the group
• To advise on strategic issues and strategy direction/redirection
• Provide comprehensive periodic reports to top management on strategy implementation
• Track industry trends, sociopolitical and economic events and global happenings and report their impact on the strategic plans of the organization
• Partnering with Business unit/Subsidiary heads to identify and prioritize business development and growth opportunities

Operational

• Internal data collection and processing
• Survey and analysis
• Weekly, monthly and quarterly performance reporting

Minimum requirements

• A good university degree - preferably in social sciences, finance or accounting
• Minimum of 3-5 years experience prefarably in a similar role
• Professional qualification – ACA/ACCA/MSC/MBA

Desired requirements

• Analytical skill
• Critical thinking skills

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The purpose of this role is to generate new business in order to achieve the projected NAV for the company’s equity and money market funds as well as all retail products , also generating income in line with the set target of the company while generating new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing subscribers.

Responsibilities

• Identify, prospect and profile viable leads, appropriate target clusters, and devise strategies for penetration
• Facilitate cluster presentations and develop apposite marketing pitch(es)
• Establish a network of referrals
• Drive NAV growth of both funds to achieve an increase of 50% of the existing NAV within one year
• Ensure follow through on identified business generation strategies to achieve steady conversion of prospects to clients
• Develop new sales/marketing strategies to attract new clients and ensure achievement of the NAV of both funds
• Leverage on Social media platforms to social media engagement and top of mind awareness of the mutual funds
• Respond to all subscription inquiries and requests on all electronic platforms

Desired experience
At least 2 years’ experience selling mutual funds or related products

Studies
A first degree in any discipline from a reputable higher institution

Desired requirements

• Good presentation skills
• Proficiency in usage of Microsoft office tools and social media platforms
• Leadership skills
• Proactive decision-maker
• Self-Starter
• Sound Ethics and integrity
• Flair for business development and strategic thinking

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 Reporting to the Head, Accounts and Operations, you will provide assistance in the day-to-day operations of the company.

The Operations Officer is the primary interface between the portfolio management department and all internal and external parties.

KEY RESPONSIBILITIES

• Execution of funds/institutional client’s transactions as regards placement and liquidation in the interbank market.
• Posting and reporting of monthly investment contribution, mutual funds etc.
• Posting of money market and fixed income investments e.g. Fixed deposit, treasury bills (fresh deposits ,rollovers, terminations)
• Daily Equity/Price list lodgement
• Daily Valuation running on the application software.
• Corporate Benefits declaration, dividend warrants postings and management on the software
• Posting and lodgments of all Fund outflows and inflows into clients’ positions.
• Generate a monthly balance score card to report operational performance for the week.
• Preparation of income/balance sheet report
• Daily call over of all transaction tickets
• Weekly /Monthly reconciliation of accounts
• Generate daily operations report
• Any other task as assigned by Management

Desired experience
First degree. Preferably in Accounting, Economics or Banking and Finance

Minimum requirements

• 4 - 5 years’ experience in Accounts and Operations.
• Any of MBA, MSc, ACA, ACCA, CFA or similar qualification.

Desired requirements

• Strong interest in Financial Markets and keen intellectual curiosity.
• Strong proficiency in PowerPoint and Microsoft Excel and other MS Office applications.
• Team player with the ability to think and act independently.
• Outstanding written and oral communication skills.
• Quick learner, comfortable dealing with ambiguous and fluid situations.
• Ability to multi-task; juggle multiple deliverables and perform under very demanding conditions.
• Independent, excellent attention to detail and organizational skills.
• Superior analytical & critical thinking skills; ability to make good decisions when faced with complex data.
• High level of passion, integrity, creativity, inquisitiveness and self -confidence

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Operations and Accounts Officer (Fund Accountant)

• Actively manage the equity and money market fund in accordance with the guidance of the investment committee.
• Generate alpha on the funds i.e. return above the target and the benchmark
• Make presentation to the investment committee on Investment Policy Statement for clients
• Review the fund and take position in the best interest of subscribers.
• Have complete knowledge of the trust deed, custody agreement and all other documents
• Keep up to date on regulation on collective investment schemes.
• Liaise with Meristem research to get up to date market information that will be beneficial in the management of the funds.
• Liaise with operations for daily bid-ask price.
• Drive the sales of the Funds and create marketing pitch for presentation and sales.
• Any other functions as may be assigned by the Head of Portfolio Management

Desired experience
At least 3 year relevant working experience

Studies
B.sc in a numerical discipline, Social Sciences, Mathematical Sciences, Finance and Accounting.

Desired requirements

• Good computer skills with experience in the use of Microsoft office applications, Microsoft excel and others.
• Numerical, inquisitive, innovative, versatile, analytical and willing to learn
• Good statistical and investment knowledge.
• Good attitude towards colleagues with excellent inter-personal and people skills
• Commitment to seeking accurate and timely information to a high standard.

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This role suits that individual who enjoys working in a team that ensures operational excellence and effective execution of operational activities. Passionate about ensuring up to date technology, strategy, processes and systems support for all Operational activities.
The Operations Support Officer role is accountable for providing value added support and professional acumen in all business-related activities.
Sounds like you? Then come along to join a dynamic organisation that rewards excellence, creativity and passion, with the opportunity of constant personal development and freedom of expression within the realms of the Financial Industry.

KEY RESPONSIBILITIES

• Strive to ensure standards are adhered to in the performance of core operations, tasks/activities hence ensure efficient and accurate processing of all inbound and outbound transactions.
• Work within the operational guideline in the implementation of a system for monitoring the overall composition and quality of the credit portfolio including the development and utilization of an internal risk rating system.
• Promote utilization of information systems and analytical techniques that enable management to measure the credit risk inherent in all on- and off-balance sheet activities which may arise.
• Enhance effectiveness by designing and continually improving systems, tools and workflows to identify and mitigate operational risks attached to the department.
• Ensure that the Operations infrastructure, systems, policies, processes and control environment meet business needs and are delivered to the highest quality standards and service levels.
• Collaborate with the IT business solutions and ensure optimal leverage of technology to effectively enable NESI Stabilization Strategy Limited’s business operations and processes.
• Effectively check and verify transactions, ensuring processing of transactions is carried out in a timely manner.
• Keep abreast of trends/ development taking place in the finance and power sectors, and disseminate them to staff under direct and indirect reporting where applicable.

Desired experience
Minimum of 2 years’ experience in the electricity industry would be an added advantage.

Studies
A good university degree in a numerate field with a professional qualification such as ACA, ACCA in Accounts or a similar discipline with minimum years of experience. Any higher degree holder as an MBA or MSC in the Finance or Accounting field is also enc

Minimum requirements

• Good computer skills with experience in the use of Microsoft office applications, Microsoft excel and others.
• Numerical, inquisitive, innovative, versatile, analytical and willing to learn.
• Good statistical and investment knowledge.
• Good attitude towards colleagues with excellent inter-personal and people skills.
• Commitment to seeking accurate and timely information to a high standard.

Desired requirements

• Must be a proactive, creative and self-motivated personality.
• Must be able to multi-task.
• Must be honest and upright in character
• Must exhibit highest ethical standards and professional conduct.

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A Business Development Executive cultivates opportunities for the development of the businesses across the group and plans strategies to target potential clients and customers. Our would-be Business Development Executives are the pioneers in business development, service and product innovations; therefore, they need to upgrade themselves regularly with relevant knowledge, skills, current industry trends and maintain good relations with potential business entrepreneurs.

• They are always required to work closely with all business developers across the group and are expected to have a charming and impressive personality.
• Understanding of financial and capital markets.
• Ability to analyze data and seek creative solutions to problems
• Understanding the current and future perspectives of the company and developing strategies for competitive growth accordingly
• Engaging in active customers prospecting, profiling, acquisition and on-boarding.
• Ability to manage relationships with client counterparts and establishing good working relationship
• Researching and analyzing the economy and market situations to find out new and better business opportunities
• Collaborating with clients and generating business deals that are beneficial for the businesses across group in the short to long run
• Finding out faults and loop-holes in the current business strategies and change them and help in preventing stagnancy in the business by implementing new ideas continuously
• Regularly interacting with the executive management and heads of business units of across the group to discuss pertinent business issues and strategies with them
• Engaging in discussions with the clients which help them in planning interesting business proposals which can be beneficial for the company and the clients
• Preparing compelling business cases and presentations to engage prospective clients, employees and management.
• Outstanding client relationships qualities and practices.
• Organizing & coordinating Knowledge Sharing Sessions (KSS) on Products & Services amongst staff across the group.
• Maintain comprehensive business development activities records & performance data of all staff across all business units for strategic purposes.
• Actively networking for business development, innovation and deals origination.
• Coordinate events & occasions for business developers across the Group

Desired experience
Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc.

Studies
A bachelor's degree is required, However, a master's degree in any field but with keen interest/specialization in selling of financial services and products is preferable.

Minimum requirements

• A strategic thinker with quality experience in sales/business development
• Sound knowledge of financial services industry
• Visionary and help in making profitable future business deals.
• Analytical/Quantitative/Problem Solving Skills
• Creativity, Initiative and Commitment
• Excellent Oral & Written Communications skills
• Excellent Relationship Management skills
• Adherence to Firm Policies/Limits
• Prolific skills in deal origination, execution and Project Management
• Management of Diverse Workforce & Firm’s Resources
• Team Player Skills

Desired requirements

• Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc.
• An MBA degree or any other relevant professional qualifications is an added advantage